+21.5%
KRE vs ASX
+154.3%
-132.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.6% | -6.8% | -0.4% |
| 7D | -1.6% | +0.8% | -2.4% | -1.7% |
| 30D | +4.9% | -20.4% | +25.3% | +5.4% |
| 3M | -4.5% | -2.1% | -2.3% | -4.7% |
| 6M | +7.7% | +8.2% | -0.6% | +6.0% |
| YTD | +14.5% | +137.3% | -122.7% | +5.0% |
| 1Y | +21.5% | +155.0% | -133.5% | +10.0% |
| All | +21.5% | +154.3% | -132.8% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ASX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling